Fortitude Family Office’s Moody's MCO Stock Holding History

Fortitude Family Office’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.3K	Buy	91 +9	+11%	+$4.37K	0.01%	525
2026 Q2	$37.1K	Buy	82 +26	+46%	+$11.7K	0.01%	352
2026 Q1	$24.4K	Buy	56 +2	+4%	+$946	0.01%	386
2025 Q4	$27.6K	Buy	54 +3	+6%	+$1.46K	0.01%	340
2025 Q3	$24.3K	Buy	51 +2	+4%	+$1.01K	0.01%	353
2025 Q2	$24.6K	Buy	49 +18	+58%	+$8.34K	0.01%	343
2025 Q1	$14.4K	Hold	31	–	–	0.01%	464
2024 Q4	$14.7K	Hold	31	–	–	0.01%	528
2024 Q3	$14.7K	Hold	31	–	–	0.01%	487
2024 Q2	$13K	Buy	31 +14	+82%	+$5.57K	0.01%	368
2024 Q1	$6.68K	Hold	17	–	–	﹤0.01%	494
2023 Q4	$6.64K	Buy	+17	New	+$5.91K	﹤0.01%	512

Other funds holding MCO

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fortitude Family Office's MCO Position: Q3 2026 in Review

Fortitude Family Office increased its Moody's (MCO) stake by 11% in Q3 2026, buying an estimated $4.37K and bringing the position to 91 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #525.

Fortitude Family Office first reported a position in MCO in Q4 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Fortitude Family Office held 91 shares of Moody's worth $41.3K as of Q3 2026.
Fortitude Family Office bought 9 Moody's shares in Q3 2026, an estimated $4.37K.
Moody's made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #525 holding.
Fortitude Family Office first reported a position in Moody's in Q4 2023 and has held it in 12 quarters since.
161 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.